See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $21,758 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,825 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,947 | $84,784-49.3% | $98,439-56.4% | $74,419-42.3% |
| Participation rate | 94.3% | 81.5%+12.7pp | 75.2%+19.1pp | 70.7%+23.5pp |
| Annual return | 16.63% | 20.59%-4.0pp | 21.16%-4.5pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,929 | $3,364-42.7% | $3,048-36.7% | $2,637-26.9% |
| Participant deferral / active EE | $4,102 | $5,218-21.4% | $4,738-13.4% | $4,528-9.4% |
| Admin fee / account holder | $84 | $204-59.0% | $8,948-99.1% | $348-75.9% |